Case study document template
Write a credible customer case study in challenge, solution, results format, using only verified facts and marking every gap for follow-up.
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6 field(s) left — unfilled variables stay as {{placeholders}}.
1Draft the case study
Never let a model invent customer quotes or metrics. This prompt marks gaps so you can ask the customer.
Write a customer case study. Customer: {{customer}} Industry and size: {{industry}} Challenge: {{challenge}} Solution (what they used and how): {{solution}} Results (verified numbers only): {{results}} Customer quote (verbatim, approved): {{quote}} Format: - Headline: the result in the customer's terms (e.g. "How X cut onboarding time from 3 weeks to 4 days") - At a glance box: industry, size, products used, 3 headline results - The challenge (120-150 words) - Why they chose us (60-80 words) - The solution (150-200 words; specific about what was implemented) - The results (100-150 words with the numbers) - Quote placed after the results - What's next (50 words) Rules: use only the facts given. If a section needs information I haven't provided, write [ASK CUSTOMER: what to ask]. Never write or alter quotes. No superlatives like "revolutionary".2Get approval
Send the draft to the customer contact for fact-checking and approval, including the quote and any numbers. Keep written approval on file.
Example input
Brightwave Solar, 120 employees, double-bookings reduced from ~12 to 1 per month.
Example output
How Brightwave Solar cut double-bookings from 12 a month to one At a glance: Residential solar · 120 employees · Scheduling platform · 92% fewer double-bookings · 3 hours a week saved per coordinator Why they chose us [ASK CUSTOMER: Which other options did you consider, and what made you decide?]
Troubleshooting
- Results look like percentages you didn't supply: check the maths, e.g. 12 → 1 is a 92% reduction.
Known limitations
- Publishing a case study requires the customer's permission; this template doesn't replace that.